Raising a Credit Note

To raise a credit note from within Protean, navigate to Invoices ¦ Create Sales Credit Note.

  • Once in the window you will be asked to select what type invoice will you be raising, the list is displayed below:

  • Select the type and then using the […] button, Pick the completed invoice from the global enquiry using the Pick

  • Once Picked, all the invoice information will automatically pull through to the credit note screen and will now be available for you to select a reason for the Credit. Those are set up within System ¦ Stock ¦ Adjustment Categories.
  • Once the reason has been filled in, you can amend the value to be credited if a Part credit is being given.
  • Once completed, hit the Credit button to complete the Credit note.

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